JCM
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Jacobi Capital Management’s Xcel Energy XEL Stock Holding History

Jacobi Capital Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-365
Closed -$25K – 1380
2020
Q3 		$25K Hold
365
– – ﹤0.01% 625
2020
Q2 		$23K Hold
365
– – ﹤0.01% 621
2020
Q1 		$22K Buy
+365
New +$22K ﹤0.01% 561